Recorded on 21 May, we looked at our asset backed BR solution, TIME:Advance, and explored the diverse planning opportunities it offers.

Inheritance Tax (IHT) revenues have increased year on year and are estimated to have hit £5.4 billion for the last tax year. Unsurprisingly, the number of investors seeking tax-efficient investment solutions has increased in response, as more people struggle to find effective ways to pass on their assets to loved ones after death.

A growing market of Business Relief (BR) solutions now offers investors the opportunity to mitigate their IHT liabilities by investing in the shares of unquoted businesses, which qualify for tax relief. BR solutions can offer a 100% exemption from IHT in just two years, making them a speedy and efficient alternative to more conventional estate planning options such as trusts and gifting.

During this webinar Henny Dovland, Senior Business Development Manager at TIME Investments, used practical case studies to bring TIME:Advance and BR to life demonstrating how it can work in various scenarios. This can help you to identify how your clients could stand to benefit from an investment into a BR estate planning solution.

Client scenarios included:
• BR and its compatibility with power of attorney cases
• Utilising trust planning in conjunction with BR
• RNRB and how to solve the ‘taper’ problem
• Dealing with excess cash in a trading business

 

 

 

Posted: 22/05/2019 Categories: Events, Inheritance Tax, News, TIME:Advance

Terms and Conditions

TIME does not accept direct investment. If you wish to invest in one of our solutions you will need to take advice from an authorised financial adviser. Nothing within this website is intended to constitute investment, tax or legal advice. Our solutions place your capital at risk and you may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the Main Market of the London Stock Exchange.